FTDI
IPG

First Trust Direct Indexing’s Interpublic Group of Companies IPG Stock Holding History

First Trust Direct Indexing’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,728
Closed -$561K – 442
2024
Q3 		$561K Sell
17,728
-2,510
-12% -$77K 0.03% 509
2024
Q2 		$589K Buy
20,238
+2,132
+12% +$65.7K 0.04% 458
2024
Q1 		$591K Buy
18,106
+3,627
+25% +$117K 0.04% 425
2023
Q4 		$473K Buy
+14,479
New +$436K 0.04% 455
2023
Q3 		– Sell
-6,614
Closed -$255K – 718
2023
Q2 		$255K Sell
6,614
-135
-2% -$5.09K 0.03% 593
2023
Q1 		$251K Buy
6,749
+739
+12% +$26.6K 0.03% 595
2022
Q4 		$200K Buy
+6,010
New +$186K 0.03% 629
2022
Q2 		– Sell
-6,835
Closed -$242K – 667
2022
Q1 		$242K Sell
6,835
-453
-6% -$16.3K 0.03% 566
2021
Q4 		$273K Sell
7,288
-295
-4% -$10.7K 0.04% 518
2021
Q3 		$278K Buy
+7,583
New +$271K 0.04% 500
2021
Q2 		– Sell
-13,393
Closed -$391K – 597
2021
Q1 		$391K Hold
13,393
– – 0.1% 262
2020
Q4 		$315K Buy
+13,393
New +$281K 0.08% 280

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

First Trust Direct Indexing's IPG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Interpublic Group of Companies (IPG) in Q4 2024, closing a stake of 17,728 shares — an estimated $561K sold.

First Trust Direct Indexing first reported a position in IPG in Q4 2020 and held it in 12 quarters. The position peaked at $591K in Q1 2024. 741 funds tracked by Wall St. Rank hold IPG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Interpublic Group of Companies position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 17,728 Interpublic Group of Companies shares in Q4 2024, an estimated $561K.
  • First Trust Direct Indexing first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Interpublic Group of Companies position peaked at $591K in Q1 2024.
  • 741 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.